Empire Life Investments Inc. Portfolio Holdings

Empire Life Investments Inc.

  • $1.54 Billion
  • Q4 2024

Empire Life Investments Inc. has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.54 Billion distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $109M, Vanguard Index Fds S&P 500 ETF with a value of $77.5M, Amazon Com Inc with a value of $76.1M, Alphabet Inc. with a value of $55.3M, and Visa Inc. with a value of $50.4M.

Examining the 13F form we can see an decrease of $59.2M in the current position value, from $1.6B to 1.54B.

Below you can find more details about Empire Life Investments Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.54 Billion
Technology: $328 Million
Financial Services: $197 Million
Healthcare: $175 Million
Consumer Cyclical: $165 Million
ETFs: $164 Million
Industrials: $130 Million
Communication Services: $99.6 Million
Energy: $91.4 Million
Other: $186 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.09T
$109 Million 7.09% of portfolio
259,497
Q4 2024 Reduced 3.78%
$2.42T
$76.1 Million 4.93% of portfolio
346,924
Q4 2024 Added 12.34%
$1.25T
$55.3 Million 3.58% of portfolio
290,224
Q4 2024 Added 8.15%
$559B
$50.4 Million 3.27% of portfolio
159,623
Q4 2024 Reduced 12.24%
$3.79T
$34.9 Million 2.26% of portfolio
139,442
Q4 2024 Added 32.58%
$530B
$34.2 Million 2.22% of portfolio
65,023
Q4 2024 Reduced 4.96%
$250B
$33.1 Million 2.15% of portfolio
332,830
Q4 2024 Added 4.7%
$372B
$28 Million 1.82% of portfolio
637,746
Q4 2024 Reduced 5.8%
$398B
$27.9 Million 1.81% of portfolio
192,922
Q4 2024 Reduced 7.64%
$292B
$24.3 Million 1.57% of portfolio
167,696
Q4 2024 Reduced 5.78%
$434B
$19.5 Million 1.26% of portfolio
21,242
Q4 2024 Reduced 12.61%
$208B
$17.1 Million 1.11% of portfolio
112,427
Q4 2024 Added 3.56%
$202B
$11.4 Million 0.74% of portfolio
94,423
Q4 2024 Added 11.57%
$299B
$8.24 Million 0.53% of portfolio
61,325
Q4 2024 New
$507B
$6.12 Million 0.4% of portfolio
12,095
Q4 2024 Reduced 16.73%
$206B
$3.82 Million 0.25% of portfolio
3,607
Q4 2024 New
$275B
$2.71 Million 0.18% of portfolio
43,459
Q4 2024 New
$202B
$2.53 Million 0.16% of portfolio
4,846
Q4 2024 New
$1.28T
$2.28 Million 0.15% of portfolio
5,646
Q4 2024 New
$203B
$1.91 Million 0.12% of portfolio
4,297
Q4 2024 New
$435B
$1.9 Million 0.12% of portfolio
2,131
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $1.54 Billion
  • Prior Value $1.6 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 18 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
Track This Portfolio

Track Empire Life Investments Inc. Portfolio

Follow Empire Life Investments Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empire Life Investments Inc., based on Form 13F filings with the SEC.

News

Stay updated on Empire Life Investments Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email